Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Watts Water Technologies WTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$489K Buy
1,684
+326
+24% +$99.4K ﹤0.01% 2033
2025
Q4 		$375K Sell
1,358
-1,045
-43% -$288K ﹤0.01% 2100
2025
Q3 		$671K Buy
2,403
+1,278
+114% +$343K ﹤0.01% 1631
2025
Q2 		$277K Buy
1,125
+418
+59% +$94K ﹤0.01% 1925
2025
Q1 		$144K Buy
707
+228
+48% +$47.8K ﹤0.01% 2134
2024
Q4 		$97K Buy
479
+87
+22% +$18.1K ﹤0.01% 2302
2024
Q3 		$81K Buy
392
+77
+24% +$14.9K ﹤0.01% 2339
2024
Q2 		$58K Buy
315
+6
+2% +$1.2K ﹤0.01% 2378
2024
Q1 		$66K Buy
309
+85
+38% +$17.2K ﹤0.01% 2129
2023
Q4 		$47K Sell
224
-24
-10% -$4.53K ﹤0.01% 2220
2023
Q3 		$43K Sell
248
-23
-8% -$4.21K ﹤0.01% 2164
2023
Q2 		$50K Buy
271
+3
+1% +$502 ﹤0.01% 1994
2023
Q1 		$45K Buy
268
+220
+458% +$36.3K ﹤0.01% 1938
2022
Q4 		$7K Buy
48
+32
+200% +$4.61K ﹤0.01% 3040
2022
Q3 		$2K Buy
16
+12
+300% +$1.63K ﹤0.01% 3561
2022
Q2 		$0 Sell
4
-120
-97% -$15.6K ﹤0.01% 4124
2022
Q1 		$17K Buy
124
+26
+27% +$4.08K ﹤0.01% 2197
2021
Q4 		$19K Buy
+98
New +$18.6K ﹤0.01% 2032
2021
Q2 		$5K Hold
34
– – ﹤0.01% 2387
2021
Q1 		$5K Hold
34
– – ﹤0.01% 2387
2020
Q4 		$5K Hold
34
– – ﹤0.01% 2387
2020
Q3 		$5K Hold
34
– – ﹤0.01% 2387
2020
Q2 		$5K Hold
34
– – ﹤0.01% 2384
2020
Q1 		$5K Hold
34
– – ﹤0.01% 2384
2019
Q4 		$5K Hold
34
– – ﹤0.01% 2384
2019
Q3 		$5K Hold
34
– – ﹤0.01% 2384
2019
Q2 		$5K Hold
34
– – ﹤0.01% 2384
2019
Q1 		$5K Buy
34
+25
+278% +$1.9K ﹤0.01% 2383
2018
Q4 		$1K Buy
9
+3
+50% +$215 ﹤0.01% 2016
2018
Q3 		$0 Buy
+6
New +$497 ﹤0.01% 2015

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WTS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Watts Water Technologies (WTS) stake by 24% in Q1 2026, buying an estimated $99.4K and bringing the position to 1,684 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Carson Wealth (CWM LLC) first reported a position in WTS in Q3 2018 and has held it in 30 quarters since. The position peaked at $671K in Q3 2025. 516 funds tracked by Wall St. Rank hold WTS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,684 shares of Watts Water Technologies worth $489K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 326 Watts Water Technologies shares in Q1 2026, an estimated $99.4K.
  • Watts Water Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2033 holding.
  • Carson Wealth (CWM LLC) first reported a position in Watts Water Technologies in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Watts Water Technologies position peaked at $671K in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.